Briana D'esposito (CRD# 7231539) is an Investment Advisor Representative working at Rossby Financial, LLC in Melbourne, FL and has over 2 years of experience in the finance industry.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 1210763
Kestra Advisory Services, LLC
CRD# 6847163
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rossby Financial, LLC | Melbourne, FL | Jan 2024 - Current | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2022 - Jan 2024 | 2 |
| Northwestern Mutual Investment Services LLC | Los Angeles, CA | Apr 2020 - Jan 2024 | 3 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Mar 2020 - Jan 2024 | 3 |
| Edd | Venice, CA | Jan 2020 - Feb 2020 | < 1 |
| Knowledge Universe | Santa Monica, CA | Oct 2019 - Jan 2020 | < 1 |
| Osm Aviation | Fort Lauderdale, FL | May 2019 - Oct 2019 | < 1 |
| Edd | Venice, CA | Oct 2018 - May 2019 | < 1 |
| Strand Equity | Los Angeles, CA | May 2018 - Oct 2018 | < 1 |
| Edd | Venice, CA | Feb 2018 - May 2018 | < 1 |
| Levine Leichtman Capital Partners | Beverly Hills, CA | Aug 2013 - Feb 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- CA
-
Total Assets Under Management107MILLIONS
-
Total Number of Accounts541ACCOUNTS
-
Average Account Value$198,419
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, DC, FL, GA, ID, IL, LA, MD, MI, NC, NY, PA, SC, TX, VA, WI, WV
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